Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

61-6433804
B Telephone number (see instructions)

(412) 442-8772
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,969,530J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 396,733
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 461,472 460,727  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -123,188
b Gross sales price for all assets on line 6a 2,964,241
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 735,017 460,727  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 109,641 65,781   43,860
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
508 0 0 508
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,733 5,587   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,480 7,225   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 132,362 78,593 0 44,568
25 Contributions, gifts, grants paid....... 1,127,741 1,127,741
26 Total expenses and disbursements. Add lines 24 and 25 1,260,103 78,593 0 1,172,309
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -525,086
b Net investment income (if negative, enter -0-) 382,134
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 561,793 897,719 897,719
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,406,801 Click to see attachment
List of Attached Documents:
// Content
1,419,728 		1,846,655
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,125,351 Click to see attachment
List of Attached Documents:
// Content
13,284,492 		17,225,156
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,093,945 15,601,939 19,969,530
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 16,093,945 15,601,939
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 16,093,945 15,601,939
30 Total liabilities and net assets/fund balances (see instructions). 16,093,945 15,601,939
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,093,945
2
Enter amount from Part I, line 27a .....................
2
-525,086
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
100,212
4
Add lines 1, 2, and 3 ..........................
4
15,669,071
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
67,132
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,601,939
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 84. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC     2023-01-25
b 95. SYNEOS HEALTH INC MERGED 09/29/2023 @ $43.00 P/S   2019-09-24 2023-01-25
c 55. GLOBUS MEDICAL INC A   2019-09-24 2023-02-10
d 185. PERFORMANCE FOOD GROUP CO   2019-09-24 2023-02-10
e 4120.605 GLDMN SCHS ABS RTRN TR FUND CLASS R6     2023-02-27
1770. VANGUARD FTSE ALL WORLD EX-US SMALL -CAP     2023-02-27
707. VANGUARD FTSE ALL WORLD EX-US INDEX FUND   2018-04-04 2023-02-27
2030. VANGUARD REAL ESTATE ETF     2023-02-27
343. VANGUARD MID CAP ETF   2018-01-12 2023-02-27
240. PERFORMANCE FOOD GROUP CO     2023-02-28
47. FIVE BELOW     2023-03-01
81. AMERIS BANCORP   2019-09-24 2023-03-16
187. VERITEX HOLDINGS INC   2022-03-10 2023-03-16
20034.327 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND     2023-03-21
1. TREEHOUSE FOODS, INC 89469A104 CLASS ACT   2001-01-01 2023-03-27
44. LENNAR CORP CLASS A     2023-03-29
20. MICROSOFT CORP   2019-04-01 2023-03-29
81. PAYPAL HOLDINGS INC-W/I   2019-04-01 2023-03-29
39. SEACOAST BANKING CORP OF FLA   2022-12-08 2023-03-30
122. SEACOAST BANKING CORP OF FLA   2019-11-04 2023-03-30
90. CATHAY GENERAL BANCORP   2019-09-24 2023-04-04
68. CHURCHILL DOWNS INC     2023-04-06
1. REV GROUP, INC. XXX-XX-XXXX CLASS ACTION   2001-01-01 2023-04-12
7172.537 HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS FD 203   2019-09-20 2023-05-19
24768.736 T. ROWE PRICE SHORT-TERM BOND FUND INC   2020-12-30 2023-05-19
197. VANGUARD SMALL CAP ETF   2018-07-11 2023-05-19
93901.591 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I     2023-05-26
124642.348 T. ROWE PRICE SHORT-TERM BOND FUND INC     2023-05-26
86. HELIOS TECHNOLOGIES INC   2019-09-24 2023-06-14
617. VANGUARD MID CAP ETF   2018-01-12 2023-06-28
98. VANGUARD SMALL CAP ETF   2018-07-11 2023-06-28
86. HELIOS TECHNOLOGIES INC     2023-07-21
45. SPX TECHNOLOGIES   2021-07-22 2023-07-21
32. HEALTHEQUITY INC   2023-02-10 2023-08-11
41. SPX TECHNOLOGIES   2021-07-22 2023-08-11
296. WOLVERINE WORLD WIDE INC     2023-08-15
5. ADOBE INC   2019-04-01 2023-08-30
7. PARKER HANNIFIN CORP   2019-04-01 2023-08-30
16. PHILLIPS 66   2022-11-30 2023-08-30
9. PHILLIPS 66   2019-04-01 2023-08-30
19. RPM INTERNATIONAL INC   2022-11-30 2023-08-30
7. RPM INTERNATIONAL INC   2020-06-04 2023-08-30
18. RBC BEARINGS INC   2021-09-24 2023-09-08
1. WAGEWORKS INC CLASS ACTION   2001-01-01 2023-09-13
119. VERITEX HOLDINGS INC     2023-09-21
178. VERITEX HOLDINGS INC     2023-09-21
187. ACTIVISION BLIZZARD INC MERGED 10/13/23 @ $95.00 P/S   2023-04-27 2023-09-22
30. ISHARES TIPS BOND ETF   2017-07-25 2023-09-22
45. ISHARES MSCI EMERGING MARKETS ETF   2017-07-25 2023-09-22
25. ISHARES CORE S&P MID-CAP ETF   2017-07-25 2023-09-22
30. ISHARES CORE S&P SMALL CAP ETF   2017-07-25 2023-09-22
65. ISHARES MSCI USA QUALITY FACTOR ETF   2017-07-25 2023-09-22
65. ISHARES MSCI USA VALUE FACTOR ETF   2017-07-25 2023-09-22
160. ISHARES CORE MSCI EAFE ETF ETF   2017-07-25 2023-09-22
100. SPDR S&P 500 ETF TRUST   2017-07-25 2023-09-22
176. SCHWAB SHORT TERM US TREASURY ETF   2023-02-13 2023-09-22
135. WISDOMTREE U.S. QUALITY DIVI ETF   2017-07-25 2023-09-22
134. CASTLE BIOSCIENCES INC     2023-10-17
33. UFP INDUSTRIES INC   2019-09-24 2023-10-17
.666 VERALTO CORP-W/I   2019-04-01 2023-10-17
390. SHYFT GROUP INC/THE     2023-10-20
25. CINCINNATI FINANCIAL CORP   2020-12-22 2023-10-26
19. ALAMO GROUP INC     2023-11-02
33. ICF INTERNATIONAL INC   2019-09-24 2023-11-02
37. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2019-09-24 2023-11-02
40. PRIMORIS SERVICES CORP   2023-01-25 2023-11-02
47. PRIMORIS SERVICES CORP   2021-11-18 2023-11-02
60. TEREX CORP NEW   2021-11-05 2023-11-02
621. THOUGHTWORKS HOLDING INC     2023-11-02
571. THOUGHTWORKS HOLDING INC     2023-11-02
.5 COMMERCE BANCSHARES INC   2019-10-18 2023-12-21
11. APPFOLIO INC - A   2023-02-28 2023-12-22
44. GRAND CANYON EDUCATION INC   2019-09-24 2023-12-22
53. HOULIHAN LOKEY INC     2023-12-22
26. TEXAS ROADHOUSE INC   2019-09-24 2023-12-22
34. PHILLIPS 66   2019-04-01 2023-12-27
36. PHILLIPS 66   2019-04-01 2023-12-28
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,431   2,685 2,746
b 3,297   5,169 -1,872
c 3,405   2,836 569
d 10,850   8,658 2,192
e 36,797   42,953 -6,156
192,151   203,540 -11,389
37,103   37,893 -790
173,644   139,892 33,752
73,547   54,846 18,701
13,695   10,699 2,996
9,544   5,749 3,795
2,930   3,201 -271
3,563   7,226 -3,663
183,915   200,663 -16,748
48     48
4,479   2,147 2,332
5,598   2,376 3,222
5,981   8,517 -2,536
922   1,302 -380
2,884   3,535 -651
2,980   3,121 -141
17,018   9,565 7,453
63     63
130,325   148,472 -18,147
111,707   120,128 -8,421
36,958   31,402 5,556
964,369   1,116,742 -152,373
559,644   603,826 -44,182
5,493   3,506 1,987
133,468   98,658 34,810
19,114   15,621 3,493
5,337   3,264 2,073
3,678   2,914 764
2,162   1,956 206
3,244   2,655 589
2,403   8,878 -6,475
2,721   1,355 1,366
2,912   1,236 1,676
1,818   1,725 93
1,023   860 163
1,893   1,915 -22
698   537 161
4,338   3,805 533
66     66
2,101   3,341 -1,240
3,143   5,518 -2,375
17,562   14,526 3,036
3,137   3,399 -262
1,733   1,967 -234
6,270   4,464 1,806
2,843   2,153 690
8,664   4,927 3,737
5,982   4,903 1,079
10,469   9,960 509
43,264   24,744 18,520
8,418   8,497 -79
8,718   5,038 3,680
1,818   7,690 -5,872
3,349   1,316 2,033
49   31 18
4,480   12,054 -7,574
2,469   2,099 370
3,046   2,629 417
4,145   2,637 1,508
2,676   807 1,869
1,213   1,025 188
1,425   1,230 195
2,899   2,917 -18
2,049   5,037 -2,988
1,884   11,477 -9,593
27   25 2
1,949   1,482 467
6,282   4,993 1,289
6,351   2,487 3,864
3,124   1,343 1,781
4,601   3,247 1,354
4,788   3,438 1,350
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
      97
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,746
b       -1,872
c       569
d       2,192
e       -6,156
      -11,389
      -790
      33,752
      18,701
      2,996
      3,795
      -271
      -3,663
      -16,748
      48
      2,332
      3,222
      -2,536
      -380
      -651
      -141
      7,453
      63
      -18,147
      -8,421
      5,556
      -152,373
      -44,182
      1,987
      34,810
      3,493
      2,073
      764
      206
      589
      -6,475
      1,366
      1,676
      93
      163
      -22
      161
      533
      66
      -1,240
      -2,375
      3,036
      -262
      -234
      1,806
      690
      3,737
      1,079
      509
      18,520
      -79
      3,680
      -5,872
      2,033
      18
      -7,574
      370
      417
      1,508
      1,869
      188
      195
      -18
      -2,988
      -9,593
      2
      467
      1,289
      3,864
      1,781
      1,354
      1,350
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -123,188
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,312
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,312
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,312
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,884
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,084
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,968
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,656
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,656 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 442-8772

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK NA TRUSTEE
18 		73,089    
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
KENNETH G HOCHMAN CO-TRUSTEE
4 		36,552    
PO BOX 609
PITTSBURGH,PA15230
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,958,075
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,958,075
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
18,958,075
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
284,371
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,673,704
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
933,685
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
933,685
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,312
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,312
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
928,373
4
Recoveries of amounts treated as qualifying distributions................
4
90,300
5
Add lines 3 and 4............................
5
1,018,673
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,018,673
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,172,309
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,172,309
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,018,673
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 118,402
b From 2019...... 289,626
c From 2020...... 311,556
d From 2021...... 0
e From 2022...... 153,383
f Total of lines 3a through e ........ 872,967
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,172,309
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,018,673
e Remaining amount distributed out of corpus 153,636
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,026,603
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		118,402
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		908,201
10 Analysis of line 9:
a Excess from 2019.... 289,626
b Excess from 2020.... 311,556
c Excess from 2021.... 0
d Excess from 2022.... 153,383
e Excess from 2023.... 153,636
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

LOUDONVILLE THEATRE AND ARTS

156 N WATER ST
Loudonville,OH44842 		NONE PC GENERAL SUPPORT 6,667

YMCA OF NORTH CENTRAL OHIO

750 SCHOLL RD
MANSFIELD,OH44907 		NONE PC GENERAL SUPPORT 66,667

ALZHEIMER-S ASSOCIATION

1379 DUBLIN RD
COLUMBUS,OH43215 		NONE PC GENERAL SUPPORT 13,333

THE FAMILY SERVICE ASSOCIATION

21250 BOX SPRINGS RD
MORANO VALLEY,CA92557 		NONE PC GENERAL SUPPORT 3,333

RICHLAND COMMUNITY DEVELOPMENT

55 N MULBERRY ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 52,333

PUTNEY SCHOOL

ELM LEA FARM ROAD
PUTNEY,VT05346 		NONE PC GENERAL SUPPORT 4,000

FRIENDLY HOUSE

380 NORTH MULBERRY STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 3,000

GALION COMMUNITY THEATRE

127 HARDING WAY W
Galion,OH44833 		NONE PC GENERAL SUPPORT 1,000

SUMMER STAGE WOOSTER

132 OAKLEY RD
Wooster,OH44691 		NONE PC GENERAL SUPPORT 4,000

Wooster Youth Shakespeare

428 W LIBERTY ST
Wooster,OH44691 		NONE PC GENERAL SUPPORT 10,667

DOWNTOWN ARTS THEATER INC

118 E SOUTH ST
Wooster,OH44691 		NONE PC GENERAL SUPPORT 32,667

North End Community Improvement

134 N MAIN ST
Mansfield,OH44902 		NONE PC GENERAL SUPPORT 66,667

Mid-Ohio Civic Opera

655 GILBERT AVE
MANSFIELD,OH44907 		NONE PC GENERAL SUPPORT 6,000

BUCKEYE IMAGINATION MUSEUM

175 W 3RD ST
MANSFIELD,OH44903 		NONE PC GENERAL SUPPORT 50,000

WESTERN RESERVE ACADEMY

115 COLLEGE STREET
HUDSON,OH44236 		NONE PC GENERAL SUPPORT 6,000

HELIOS CARE

297 RIVER STREET SERVICE ROAD
ONEONTA,NY13820 		NONE PC GENERAL SUPPORT 13,333

ST PETER'S PARISH

60 S MULBERRY ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 16,000

SALVATION ARMY MANSFIELD

47 SOUTH MAIN STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 4,000

FENIMORE ART MUSEUM

5798 NY 80
COOPERSTOWN,NY13326 		NONE PC GENERAL SUPPORT 40,000

FAMILY PLANNING OF SOUTH
CENTRAL NEW YORK
117 HAWLEY STREET
BIRGHAMTON,NY13901 		NONE PC GENERAL SUPPORT 16,667

GLIMMERGLASS OPERA THEATRE

7300 STATE HIGHWAY 80
COOPERSTOWN,NY13326 		NONE PC GENERAL SUPPORT 45,000

RICHLAND CARROUSEL PARK

34 SOUTH PARK STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 6,000

RAEMELTON THER EQUESTRIAN CENTER

569 S TRIMBLE RD
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 13,333

PATHFINDER VILLAGE FOUNDATION

3 CHENANGO ROAD
EDMESTON,NY13335 		NONE PC GENERAL SUPPORT 10,000

UPSTATE HOME FOR CHILDREN FD

105 CAMPUS DRIVE
ONEONTA,NY13820 		NONE PC GENERAL SUPPORT 30,000

OHIO BIRD SANCTUARY

3774 ORWEILER ROAD
ONTARIO,OH44903 		NONE PC GENERAL SUPPORT 33,333

ACLU OF OHIO FOUNDATION

4506 CHESTER AVENUE
CLEVELAND,OH44103 		NONE PC GENERAL SUPPORT 16,000

NORTH CENTRAL STATE COLLEGE

2441 KENNWOOD CIRCLE
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 50,000

THE GLIMMERGLASS FESTIVAL

7300 STATE HIGHWAY 80
COOPERSTOWN,NY13326 		NONE PC GENERAL SUPPORT 72,574

UNITED WAY OFASHLAND COUNTY

32 W S STREET
ASHLAND,OH44805 		NONE PC GENERAL SUPPORT 6,667

AMERICAN RED CROSS

39 N PARK ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 51,667

MANSFIELD REFORMATIORY PRESER SOC

100 REFORMATORY BLVD
MANSFIELD,OH44905 		NONE PC GENERAL SUPPORT 43,000

AKRON CHILDREN'S HOSPITAL

214 W BOWERY STREET
AKRON,OH44308 		NONE PC GENERAL SUPPORT 10,000

UNITED WAY OF NORTH CENTRAL OHIO

125 EXECUTIVE DRIVE 100
MARION,OH43302 		NONE PC GENERAL SUPPORT 12,000

MANSFIELD ART CENTER

700 MARION AVENUE
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 37,333

VOLUNTEERS OF AMERICA
OF CENTRAL OHIO
280 NORTH MAIN STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 4,000

RICHLAND COUNTY FOUNDATION

24 WEST THIRD STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 16,000

PLANNED PARENTHOOD OF GREATER OHIO

384 PARK AVENUE WEST
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 48,500

CATALYST LIFE SERVICES

741 SCHOLL ROAD
MANSFIELD,OH44907 		NONE PC GENERAL SUPPORT 4,000

GREATER CLEVELAND FOOD BANK INC

15500 S WATERLOO RD
CLEVELAND,OH44110 		NONE PC GENERAL SUPPORT 33,333

COMMUNITY ACTION FOR CAPABLE
YOUTH
1495 EAST LONGVIEW AVENUE
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 3,000

RICHLAND ACADEMY OF THE ARTS

75 NORTH WALNUT STREET
MANSFIELD,OH44903 		NONE PC GENERAL SUPPORT 4,000

THIRD STREET COMMUNITY CLINIC

600 WEST THIRD STREET
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 6,000

RAEMELTON THERAPEUTIC

569 SOUTH TRIMBLE ROAD
MANSFIELD,OH44906 		NONE NONE GENERAL SUPPORT 3,000

WAYNE CENTER FOR THE ARTS

237 SOUTH WALNUT STREET
WOOSTER,OH44691 		NONE PC GENERAL SUPPORT 6,667

HABITAT FOR HUMANITY OF
RICHLAND & CRAWFORD
201 EAST TH ST STE 200
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 3,000

UNITED WAY OF RICHLAND COUNTY

3 N MAIN ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 60,000

RENAISSANCE PERFORMING ARTS ASSOC

138 PARK AVENUE
MANSFIELD,OH44901 		NONE PC GENERAL SUPPORT 45,667

DISCOVERY SCHOOL

855 MILLSBORO ROAD
MANSFIELD,OH44903 		NONE PC GENERAL SUPPORT 4,000

COMMUNITY FOUNDATION OF
OTSEGO COUNTY
316 W MAIN STREET
GAYLORD,MI49735 		NONE PC GENERAL SUPPORT 33,333
Total .................................right arrow 3a 1,127,741
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 461,472  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -123,188  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   338,284  
13Total. Add line 12, columns (b), (d), and (e)..................
13
338,284
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
 
Employer identification number

61-6433804
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
  		Employer identification number
61-6433804
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Peter M Black Estate
116 ALLEGHENY CENTER MALL
 
PITTSBURGH, PA15212

$ 262,764


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
John B Black IR FB Julia Copper
116 ALLEGHENY CENTER MALL
 
PITTSBURGH, PA15212

$ 133,969


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
  		Employer identification number

61-6433804
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 VARIOUS SECURITIES $ 130,918 2023-09-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
  		Employer identification number

61-6433804
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Name of Stock End of Year Book Value End of Year Fair Market Value
114340102 AZENTA INC 10,763 9,771
127097103 COTERRA ENERGY INC 12,958 18,170
149150104 CATHAY GENERAL BANCO 9,257 11,900
153527205 CENTRAL GARDEN AND P 11,169 17,220
171484108 CHURCHILL DOWNS INC    
171604101 CHUY'S HOLDINGS INC 4,218 6,805
172062101 CINCINNATI FINANCIAL 10,325 12,726
191216100 COCA COLA CO 14,239 17,856
200525103 COMMERCE BANCSHARES 8,743 9,507
228903100 ARTIVION INC 9,653 7,152
229050307 CRYOPORT INC 5,366 3,346
229899109 CULLEN FROST BANKERS 11,637 12,042
235851102 DANAHER CORP 9,659 19,201
249906108 DESCARTES SYS GROUP 8,268 15,971
369550108 GENERAL DYNAMICS COR 11,508 17,398
379577208 GLOBUS MEDICAL INC A 12,556 12,736
422347104 HEARTLAND EXPRESS IN 5,372 3,636
438516106 HONEYWELL INTL INC 14,740 19,293
440327104 HORACE MANN EDUCATOR 15,556 12,230
441593100 HOULIHAN LOKEY INC 5,408 14,629
451107106 IDACORP INC 12,073 10,914
457985208 INTEGRA LIFESCIENCES 12,319 8,754
526057104 LENNAR CORP CLASS A 9,476 29,063
536797103 LITHIA MTRS INC CL A 3,909 13,500
573284106 MARTIN MARIETTA MATL 11,694 28,438
594918104 MICROSOFT CORP 11,051 34,972
595017104 MICROCHIP TECHNOLOGY 12,522 26,062
603158106 MINERALS TECHNOLOGIE 11,834 14,476
606822104 MITSUBISHI UFJ FINL 7,308 12,450
668074305 NORTHWESTERN ENERGY 17,216 12,672
675234108 OCEANFIRST FINANCIAL 10,181 9,826
688239201 OSHKOSH CORPORATION 14,629 14,310
691497309 OXFORD INDUSTRIES IN 9,379 12,600
701094104 PARKER HANNIFIN CORP 11,236 29,485
703343103 PATRICK INDUSTRIES I 4,065 11,039
718546104 PHILLIPS 66 9,437 13,181
742718109 PROCTER & GAMBLE CO 15,566 16,559
747525103 QUALCOMM 11,420 21,550
749685103 RPM INTERNATIONAL IN 12,891 18,754
753422104 RAPID7 INC 7,620 8,394
811707801 SEACOAST BANKING COR 10,596 12,266
825698103 SHYFT GROUP INC/THE    
826919102 SILICON LABORATORIES 9,315 11,243
827048109 SILGAN HLDGS INC 13,222 15,159
830830105 SKYLINE CHAMPION COR 5,642 15,075
835699307 SONY GROUP CORPORATI 9,767 21,589
860630102 STIFEL FINL CORP 9,035 16,596
868459108 SUPERNUS PHARMACEUTI 9,710 11,200
882681109 TEXAS ROADHOUSE INC 9,195 21,757
925550105 VIAVI SOLUTIONS INC 13,490 11,591
978097103 WOLVERINE WORLD WIDE    
74340E103 PROGYNY INC 6,645 9,407
00724F101 ADOBE INC 13,546 29,830
01748X102 ALLEGIANT TRAVEL CO 9,124 5,039
03071H100 AMERISAFE INC 10,564 7,532
03076C106 AMERIPRISE FINANCIAL 8,963 25,828
03076K108 AMERIS BANCORP 10,178 14,695
03662Q105 ANSYS INC 13,217 25,764
04963C209 ATRICURE INC 7,257 9,172
05368V106 AVIENT CORPORATION 13,976 18,831
14040H105 CAPITAL ONE FINANCIA 15,060 22,290
14843C105 CASTLE BIOSCIENCES I    
19247A100 COHEN & STEERS INC 11,532 15,600
22052L104 CORTEVA INC-W/I 13,688 23,289
29260V105 ENDAVA PLC- SPON ADR 9,016 11,055
29472R108 EQUITY LIFESTYLE PRO 12,617 14,602
33829M101 FIVE BELOW    
37637Q105 GLACIER BANCORP INC 8,565 9,049
38526M106 GRAND CANYON EDUCATI 12,143 14,128
40637H109 HALOZYME THERAPEUTIC 11,483 12,529
42226A107 HEALTHEQUITY INC 11,414 14,785
42328H109 HELIOS TECHNOLOGIES    
44925C103 ICF INTERNATIONAL IN 7,790 13,945
44930G107 ICU MED INC 9,201 4,987
55405Y100 MACOM TECHNOLOGY SOL 4,168 17,753
58506Q109 MEDPACE HOLDINGS INC 6,917 18,698
63633D104 NATIONAL HEALTH INVS 10,878 8,210
67000B104 NOVANTA INC SEDOL BD 11,337 19,367
69478X105 PACIFIC PREMIER BANC 13,833 13,012
70450Y103 PAYPAL HOLDINGS INC-    
71377A103 PERFORMANCE FOOD GRO    
71944F106 PHREESIA INC 15,874 11,112
74164F103 PRIMORIS SERVICES CO 8,393 14,347
75524B104 RBC BEARINGS INC 12,054 20,512
78377T107 RYMAN HOSPITALITY PP 11,279 15,078
85254J102 STAG INDUSTRIES INC 14,641 19,944
87166B102 SYNEOS HEALTH INC    
90278Q108 UFP INDUSTRIES INC 5,171 19,084
92337F107 VERACYTE INC 9,713 9,904
98419M100 XYLEM INC 15,317 20,470
G4388N106 HELEN OF TROY LIMITE 7,848 7,973
G5960L103 MEDTRONIC PLC SEDOL 13,959 12,604
H01301128 ALCON INC SEDOL BJXB 11,880 16,874
008492100 AGREE RLTY CORP REIT 10,828 10,450
011311107 ALAMO GROUP INC 8,403 17,025
031162100 AMGEN INC 14,734 22,178
057665200 BALCHEM CORP CL B 7,627 13,983
099406100 BOOT BARN HOLDINGS I 5,947 10,516
21036P108 CONSTELLATION BRANDS 14,782 14,747
22822V101 CROWN CASTLE INC 17,182 12,556
278865100 ECOLAB INC 19,461 17,653
453836108 INDEPENDENT BANK COR 9,806 9,740
46116X101 INTRA-CELLULAR THERA 10,515 15,040
559663109 MAGNOLIA OIL & GAS C 8,799 14,392
576485205 MATADOR RESOURCES CO 12,348 20,640
59410T106 MICHELIN (CGDE) UNSP 18,160 17,385
70435P102 PAYCOR HCM INC 14,642 10,925
76156B107 REVOLVE GROUP INC 7,261 3,200
880779103 TEREX CORP NEW 9,134 11,320
03969K108 ARCUTIS BIOTHERAPEUT 10,049 1,680
049560105 ATMOS ENERGY CORP 17,856 18,080
052769106 AUTODESK INC 16,489 21,913
09058V103 BIOCRYST PHARMACEUTI 7,444 3,336
09260D107 BLACKSTONE INC 18,189 19,638
15872M104 CHAMPIONX CORPORATIO 6,619 7,799
302492103 FLYWIRE CORP-VOTING 14,145 14,561
45073V108 ITT INC 8,825 15,154
457669307 INSMED INC 5,125 8,367
58933Y105 MERCK & CO INC 17,098 18,533
703481101 PATTERSON-UTI ENERGY 5,599 3,532
78473E103 SPX TECHNOLOGIES 14,105 23,838
82489W107 SHOALS TECHNOLOGIES 11,920 8,267
871829107 SYSCO CORP 15,484 13,310
88546E105 THOUGHTWORKS HOLDING    
902973304 US BANCORP DEL COM N 20,349 19,779
923451108 VERITEX HOLDINGS INC    
98389B100 XCEL ENERGY INC 18,324 16,159
01749D105 ALLEGRO MICROSYSTEMS 10,148 10,413
03783C100 APPFOLIO INC - A 11,444 15,245
124805102 CBIZ INC 12,861 15,585
16115Q308 CHART INDUSTRIES INC 10,543 9,543
264147109 DUCOMMUN INC DELAWAR 4,723 5,310
33748L101 FIRST WATCH RESTAURA 2,290 2,573
35138V102 FOX FACTORY HOLDING 12,178 7,153
45827U109 INTAPP INC 13,236 13,915
548661107 LOWES COMPANIES INC 14,720 15,801
87265H109 TRI POINTE HOMES INC 7,929 7,894
879360105 TELEDYNE TECHNOLOGIE 4,406 4,463
902788108 UMB FINL CORP 7,515 7,520
90337L108 U S PHYSICAL THERAPY 9,863 9,314
918090101 UTZ BRANDS INC 7,342 6,593
92338C103 VERALTO CORP-W/I 1,244 2,221
92846Q107 VITA COCO CO INC/THE 5,603 5,053

TY 2023 InvestmentsOtherSchedule2
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 2,110,462 1,968,435
317609295 SEAFARER OVERSEAS GR AT COST 609,478 636,828
412295701 HARDING LOEVNER INST AT COST 427,432 380,352
464287200 ISHARES CORE S&P 500 AT COST 3,104,317 5,423,489
592905749 METROPOLITAN WEST UN      
922042718 VANGUARD FTSE ALL WO      
922042775 VANGUARD FTSE ALL WO AT COST 551,567 596,656
922908553 VANGUARD REAL ESTATE      
922908629 VANGUARD MID CAP ETF AT COST 1,081,528 1,851,582
922908736 VANGUARD GROWTH ETF AT COST 545,940 1,171,707
922908744 VANGUARD VALUE ETF AT COST 212,092 311,110
922908751 VANGUARD SMALL CAP E AT COST 588,909 810,867
31423A671 FEDERATED HERMES INT AT COST 1,050,868 1,057,311
52106N459 LAZARD GLOBAL LISTED AT COST 209,804 215,330
38147X325 GLDMN SCHS ABS RTRN AT COST 1,184,223 1,167,635
77957P402 T. ROWE PRICE SHORT-      
77958B402 T ROWE PRICE INSTITU      
464287226 ISHARES CORE US AGGR AT COST 1,607,872 1,633,854

TY 2023 LegalFeesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 508     508


TY 2023 OtherDecreasesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Amount
2023 TRANSACTION POSTED IN 2024 37,449
2023 SALES POSTED IN 2024 1,349
FMV TO COST ADJUSTMENT 27,589
COST BASIS ADJUSTMENT 745


TY 2023 OtherExpensesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200
MAP MANAGEMENT FEES 7,056 7,056   0
MISCELLANEOUS FEES OR EXPENSES 55 0   0
ADR SERVICE FEES 94 94   0
CLASS ACTION FILING FEES 75 75   0


TY 2023 OtherIncreasesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Amount
RECOVERY OF PRIOR YEAR GRANTS 90,300
2022 TRANSACTION POSTED IN 2023 9,861
ADJUSTMENT TO INCOME 51


TY 2023 SubstantialContributorsSch
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Name Address
Peter M Black Estate 116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
John B Black IR FB Julia Copper 116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212


TY 2023 TaxesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 360 360   0
FEDERAL TAX PAYMENT - PRIOR YE 2,262 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,884 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,485 4,485   0
FOREIGN TAXES ON NONQUALIFIED 742 742   0